Sterling Group Wealth Management’s FS Credit Opportunities Corp FSCO Stock Holding History

Sterling Group Wealth Management’s Portfolio FSCO Stock Details FSCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,615	Closed	-$59.9K	–	51
2023 Q2	$59.9K	Buy	12,615 +1,261	+11%	+$5.59K	0.05%	52
2023 Q1	$50.4K	Sell	11,354 -87,377	-89%	-$407K	0.05%	50
2022 Q4	$465K	Buy	+98,731	New	+$479K	0.46%	25

Other funds holding FSCO

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sterling Group Wealth Management's FSCO Position: Q3 2023 in Review

Sterling Group Wealth Management sold out of FS Credit Opportunities Corp (FSCO) in Q3 2023, closing a stake of 12,615 shares — an estimated $59.9K sold.

Sterling Group Wealth Management first reported a position in FSCO in Q4 2022 and held it in 3 quarters. The position peaked at $465K in Q4 2022. 256 funds tracked by Wall St. Rank hold FSCO as of Q3 2023.

Sterling Group Wealth Management reported no remaining FS Credit Opportunities Corp position as of Q3 2023 after selling out during the quarter.
Sterling Group Wealth Management sold 12,615 FS Credit Opportunities Corp shares in Q3 2023, an estimated $59.9K.
Sterling Group Wealth Management first reported a position in FS Credit Opportunities Corp in Q4 2022 and held it in 3 quarters.
Sterling Group Wealth Management's FS Credit Opportunities Corp position peaked at $465K in Q4 2022.
256 funds tracked by Wall St. Rank held FS Credit Opportunities Corp as of Q3 2023.

Based on Sterling Group Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.